Jason Luu
About Jason Luu
Jason Luu is a Sales Executive at OANDA in Toronto, Ontario, Canada, with a background in sales and client management. He has developed strategies to improve client conversion rates and has experience in leading teams across various financial services roles.
Work at OANDA
Jason Luu has been employed at OANDA as a Sales Executive since 2020. In this role, he focuses on guiding clients through the entire client journey, from the application process to their first trade. He is expected to enhance interdepartmental relationships, aligning efforts between funding, marketing, and client services. His responsibilities include developing new methods for improving current strategies, which he discusses in weekly meetings.
Previous Experience at Questrade Financial Group
Before joining OANDA, Jason Luu worked at Questrade Financial Group as a Sales Team Lead Coordinator from 2016 to 2020. During his tenure, he achieved a notable increase in the applications to NTA conversion ratio, raising it from an average of 22% to between 30% and 35%. He led a team that utilized daily Slack inquiries and implemented coaching and development strategies to enhance sales approaches and productivity.
Background in Entertainment and Retail
Jason Luu's career began in the entertainment and retail sectors. He worked as a Shift Supervisor at Cineplex Entertainment from 2012 to 2014 and later at Starbucks from 2014 to 2016. These roles provided him with foundational management and customer service skills that he later applied in his financial services career.
Education and Expertise
Jason Luu holds a Bachelor's Degree in Business/Managerial Economics from Ryerson University, which he completed from 2013 to 2017. His education has equipped him with a solid understanding of financial account creation processes, including individual, corporation, IRA, and trust accounts. He is also technically skilled in using trading platforms such as MT4, Tradingview, and FXTrade.
Sales Strategies and Improvements
Jason Luu is self-driven and focused on analyzing and recommending improvements to unique selling approaches. His goal is to increase overall NTA’s through strategic enhancements. He actively participates in discussions about sales strategies and seeks to implement effective methods to improve performance metrics.